Member Info for snkj68

Anyone able to attend the Siemens presentation today? I cant make the start unfortunately - would be great if someone could make it and then feed back to the board?

https://lnkd.in/dUs7KB5u

@jdbanzi I don’t have an account accessing that article, but there’s a similar sounding report here: https://rawmaterials.net/international-monetary-fund-supply-disruptions-in-rare-earths-weigh-on-economic-growth/

Bodes well https://www.mining.com/bessent-urges-world-bank-to-shift-funding-towards-critical-minerals/

If its the GKN plant we're buying and its closed quickly it'd make me feel much better about the raise at these levels.

Sorry @osebo , clearly i meant:

So for the avoidance of doubt, your current base case valuation is £1.42 per share for MKA?

(made up of 66p/share for Hypromag Europe & USA on an approximate fully diluted basis, + 76p/share for MKAR)

Thanks @osebo

So for the avoidance of doubt, your current base case valuation is £1.50 per share for MKA?

(made up of 66p/share for Hypromag Europe & USA on an approximate fully diluted basis, + 76p/share for MKAR)

@ESDUK check your HL Secure messages - i've had confirmation of how many i've been allocated.

The cash likely wont be released immediately I'm afraid, see this before and may be unavailable until progress is made with administration

@osebo doesnt look like your calcs include $MKAR?

@K3VMC what makes you say "seriously oversubscribed. They could have taken £25m, but restricted it to £12.5m" - do you have a source for these figures?

all feels very rushed - this potential acquisition better be good, otherwise what is the hurry to raise now at what feels like the worst possible time.

still 100% confident in success of mkango, but just ****ed off - i've been topping up continuously and now feel like i've been mugged off.

More than slightly annoying... and giving private investors 2hrs (& whilst market is closed) to find cash to apply for retail offer is a joke

Aha - thats all youre interested Kat - hurting the price.

I see you've released a fresh batch of deramping FUD over the last day or so on X, then announcing your desire to buy in in the 40s... your agenda across multiple platforms is clear.

Nobody is interested in what you have to say here

You havent provided any good reasons for why you think MKA should be valued at <£150m, nor any good arguments against a valuation of £750m+++.

Theres plenty of arguments made to support higher valuations - see the NPVs of our various projects, our best in class tech with lowest costs of production and market leading energy & environmental costs. Some of these projects are being ramped up as we speak, others are a matter of months from being executed (SPAC, Hypromag US, etc.) and the closer we get to execution the more the share price should reflect these underlying valuations.

The best you've got is "the MKA share price wont reflect the exact MKAR value on day 1" - which i think we all accept its unlikely to be like-for-like, but you're a fool for suggesting there wont be a serious re-rate when this gets over the line, not least due to the significant increase in financing options that it'd represent for our other projects.

Oh, you also say "some placement shares will be sold in Canada" or "ex-CFO shares will be sold", but lets be honest: its clear the impact of any such sales is unlikely to have any lasting consequence (i.e., beyond the trading day / week in which they happen). Also, this ASSUMES such sales will happen - and it seems clear to me that there are significantly stronger arguments for why mass-disposals wont occur.

"I look forward to continuing to support the company as a shareholder and watching the next chapter unfold. 📈 Exciting times ahead."

If he HAS to sell some for a tax bill then thats fine and is to be expected, but the suggestion that he's in a desperate hurry to bin off the shares because he doesnt believe in MKA's prospects is clear BS. As someone who will have an extremely detailed understanding of MKA's plans and likely prospects, i as a shareholder am very much encouraged by his post.

I also expect he'll be aiming to limit the extent of any sales to what is absolutely required, and assumes he's unable to meet any tax bills from other sources (i cant claim to an in-depth understanding of his personal finances).

Hope that is clear.

Great to see this - sounds like Robert will be holding tight to his shares as he knows very well whats coming down the track and the many bags that are likely to follow!

I saw that, just going to ignore now - clearly just trolling. Best to just starve them of the attention they're so desperate for.

Https://www.linkedin.com/posts/adamrossgreenberg_the-ai-dataset-cloud-isnt-abstract-it-activity-7419385740276445184-pJB9?utm_medium=ios_app&rcm=ACoAAAm5PTwBtpRz0c6mlNEE_GEJ6KInypbjDx4&utm_source=social_share_send&utm_campaign=copy_link

Also, can’t wait for the news to drop which results in the inevitable significant rerating, locking you out of ever achieving these prices again.

Here is some good reading for actual investors:

Www.org/analysis/critical-minerals-ministerial-introduces-new-international-cooperation-strategy

No, the vast majority of folks on this board are here to share information and insights in good faith.

You bring (and attempt to circulate on X) baseless nonsense to fit your self-interested agenda - desperately trying to talk down this stock whenever you've sold out in the hope of getting back in at a lower price. Just so you can make another few pennies on any inevitable recovery from the odd pullback.

If you brought genuine reasoning and facts, and didnt repeatedly bring the same bs narratives when they have been disproved, i'm sure some would be prepared to take your views into account. But you dont, so we wont.

Maybe thats why we're only paying £5k a month to them initially - perhaps its just a retainer to ensure we've got defense lined up should someone come sniffing around us